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CIK: 0001286478
Total reported value
$852.7M
$852.7M
134 檔
32.7%
According to the latest 13F quarterly dataset, United Bank managed an equity portfolio of $852.7M at the end of Q4 2024, spanning 134 distinct U.S. exchange-listed positions.
In Q4 2024, United Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | Stock-Industrials | 14.32% | -0.43% | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.33% | +0.49% | +2.84% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.67% | +0.04% | -6.42% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.65% | +0.03% | +1.73% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | -0.29% | -3.93% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.51% | -0.40% | +13.83% | |
| 7 | UBSI | United Bankshares Inc | Stock-Financials | 3.26% | +0.06% | -2.16% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.89% | +0.06% | -0.49% | |
| 9 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.68% | +0.15% | -2.00% | |
| 10 | GLW | Corning Inc | Stock-Tech | 2.24% | +1.55% | -0.51% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.13% | +0.58% | +0.84% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.08% | -0.71% | +1.39% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.04% | -0.10% | +0.87% | |
| 14 | DOV | Dover CORP | Stock-Industrials | 1.95% | -0.08% | +0.83% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.91% | -0.33% | -0.54% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.88% | -0.21% | +0.84% | |
| 17 | CMI | Cummins Inc | Stock-Industrials | 1.86% | +0.21% | +0.67% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.85% | -0.24% | -0.50% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.83% | -0.13% | — | |
| 20 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.80% | -0.13% | +0.02% | |
| 21 | USB | US Bancorp | Stock-Financials | 1.75% | — | +0.67% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.71% | +0.45% | +1.66% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.69% | -0.15% | +1.86% | |
| 24 | EOG | Eog Resources Inc | Stock-Energy | 1.62% | -0.31% | +1.24% | |
| 25 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.62% | — | +0.45% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 1.61% | -0.12% | +1.98% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.19% | -2.23% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.47% | -0.03% | -0.31% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.39% | +0.18% | +13.84% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.25% | — | -1.01% | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 1.17% | — | -6.18% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | +0.04% | +0.09% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.31% | -3.50% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | -0.05% | -3.03% | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.72% | -0.09% | +0.59% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.02% | +4.30% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.04% | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | — | -0.57% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.01% | -3.39% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.03% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | +0.03% | -3.18% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.45% | -0.02% | +7.24% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.01% | -1.73% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.01% | — | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.36% | +0.50% | -18.13% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | -0.37% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.31% | +0.19% | -3.65% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.01% | +46.82% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.04% | -34.03% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.02% | -17.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HUBB | Hubbell Inc | — | NEW | New buy |
| 2 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 7 | UBSI | United Bankshares Inc | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | IRM | Iron Mountain Inc | — | NEW | New buy |
| 10 | GLW | Corning Inc | — | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 12 | CVX | Chevron CORP | — | NEW | New buy |
| 13 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 14 | DOV | Dover CORP | — | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 16 | WM | Waste Management Inc | — | NEW | New buy |
| 17 | CMI | Cummins Inc | — | NEW | New buy |
| 18 | ABT | Abbott Laboratories | — | NEW | New buy |
| 19 | BLK | Blackrock Inc | — | NEW | New buy |
| 20 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 21 | USB | US Bancorp | — | NEW | New buy |
| 22 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 23 | AMGN | Amgen Inc | — | NEW | New buy |
| 24 | EOG | Eog Resources Inc | — | NEW | New buy |
| 25 | DGX | Quest Diagnostics Inc | — | NEW | New buy |
| 26 | GD | General Dynamics CORP | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | PFE | Pfizer Inc | — | NEW | New buy |
| 29 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 30 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 31 | TGT | Target CORP | — | NEW | New buy |
| 32 | VNQ | Vanguard Real Estate ETF | — | NEW | New buy |
| 33 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 34 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 37 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 38 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 39 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 40 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 41 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 43 | KO | Coca-cola Co/the | — | NEW | New buy |
| 44 | TSLA | Tesla Inc | — | NEW | New buy |
| 45 | KLAC | Kla CORP | — | NEW | New buy |
| 46 | NVDA | Nvidia CORP | — | NEW | New buy |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | New buy |
| 48 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 49 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 50 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, United Bank reported a total U.S. public equity portfolio value of $852.7M across 134 disclosed positions in Q4 2024.
During Q4 2024, United Bank's top holdings by market value included HUBB (14.3%)、IJR (5.3%)、AAPL (4.7%). The largest single position, HUBB, represented 14.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HUBB, IJR, AAPL) accounted for 32.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
HUBB
市值: $120.1M
In Q4 2024, United Bank made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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